VP, Outside Recruiting Firm Partner Program Leader

LPL Financial•Charlotte, NC

About The Position

The VP, Outside Recruiting Firm Partner Program Leader will lead LPL’s strategy and execution for partnerships with third-party advisor recruiting firms. The role will build a program that establishes LPL as a preferred partner for consultative recruiting firms and connects prospective advisors with affiliation models suited to their goals. As a player-coach, the leader will manage the partner management team, own overall partner relationships, and directly manage approximately five strategic partners. The position combines sales and advisor recruiting experience with people leadership and disciplined program management, with an emphasis on expanding W-2 and wirehouse opportunities while continuing growth in the 1099 channel. The leader will develop and execute the partner program growth strategy, own the annual program plan, establish partner segmentation and coverage standards, and oversee governance, account planning, reporting, forecasting, pipeline management, and program technology adoption. They will work across internal functions and with senior leaders to deliver partner and recruiting outcomes, manage challenges, and improve partner experience and program performance.

Requirements

10+ years of relevant wealth management experience spanning sales, business development, advisor recruiting, or strategic relationship management.
Sales and advisor recruiting experience, with a record of generating qualified opportunities and improving conversion.
Experience leading and developing a team, including coaching, goal setting, and performance management.
Ability to travel up to 30% for partner meetings, home office visits, and industry events.
Experience owning a program or leading complex initiatives across multiple functions.
Understanding of employee and independent advisor business models, advisor transition considerations, and the third-party recruiting landscape.
Ability to interpret pipeline and performance data, develop forecasts, and translate findings into action.
Strong executive communication, presentation, and conflict-resolution skills.

Nice To Haves

Experience with commercial negotiations, partner economics, or contract governance.

Responsibilities

Personally manage approximately five strategic partners and build relationships with owners, decision-makers, and influential recruiters.
Establish joint business plans with partner firms, identifying target advisor segments, qualified pipeline opportunities, and measurable commitments.
Use advisor recruiting experience to help partners understand advisor motivations, position LPL affiliation options, and improve referral quality and conversion.
Coordinate with the recruiting team to advance opportunities, clarify ownership, and resolve recruiting-process barriers.
Use pipeline data, partner feedback, and competitive intelligence to identify growth opportunities and recommend coverage or investment changes.
Hold the program accountable for recruiting outcomes, including pipeline AUM, advisor meetings, joins, and conversion.
Lead, coach, and develop Partner Account Managers and the Partner Analyst, setting expectations for performance, development, and partner experience.
Model consultative relationship management through direct partner coverage and hands-on coaching; foster preparation, candid feedback, follow-through, and continuous improvement.
Influence stakeholders across Sales, Business Line Strategy, Sales Enablement and Operations, Marketing, and other functions to deliver shared priorities.
Engage executive sponsors in strategic relationships and ensure their involvement supports partner objectives.
Address underperformance and difficult partner conversations with clarity, sound judgment, and respect; lead through organizational and program changes while maintaining partner confidence.
Develop and execute the partner program growth strategy with LPL Recruiting leadership and other business partners.
Own the annual program plan, translating strategy into initiatives, accountable owners, milestones, and measurable outcomes.
Establish and maintain partner segmentation, coverage standards, and earned benefits based on performance and strategic contribution.
Own business governance for partner pricing, payout administration, contracts, and the annual addendum process, coordinating appropriate Legal, Procurement, Finance, and Compliance approvals.
Establish decision rights and documented exception procedures for consistent partner and internal-team decisions.
Oversee account planning, business reviews, sales reporting, monthly forecasting, and pipeline management.
Lead business adoption of the partner technology portal and work with supporting teams to improve system intake, reporting, and data quality.
Define service expectations and escalation paths, preserving Account Manager capacity for relationship development while the Analyst supports routine processing.
Implement partner scorecards and feedback mechanisms and use findings to improve recruiting outcomes and ease of doing business with LPL.
Communicate program results, risks, and resource needs to senior leadership.